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- Financial Advisers Australia (FAA)
- Russell Jones
Russell Jones
- Name
- Russell Jones
- ID
- 1264192
- ABN
- –
- First Provided Advice
- 2004
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2004 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services
- 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
- 2004 - Diploma of Financial Services (Financial Planning) - - AMP Dealer Group Services
- 2004 - Financial Plan Construction and Review - Certificate (AQF 1-4) - Financial Planning Association of Australia
- 2006 - Certified Financial Planner - - Financial Planning Association
- 2007 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
- 2008 - Self Managed Superannuation Funds - - Kaplan Professional
- 2008 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
- 2011 - ADA 1 - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
- 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
- 2014 - Deposit Products and Non-Cash payments - - Financial Education Professionals
- 2015 - Fixed Income Accreditation - - FIIG
- 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Shaw And Partners Financial Planning Pty Ltd (#490255)
- Commenced
- July 26, 2019
- Ceased
- Dec. 14, 2022
- Status
- Current
- Licence Holder
- Shaw And Partners Limited (#236048)
- Commenced
- May 21, 2018
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Oct. 15, 2004
- Ceased
- Dec. 31, 2008
- Status
- Ceased
- Licence Holder
- Macquarie Private Portfolio Management Pty Limited (#237506)
- Commenced
- Jan. 21, 2008
- Ceased
- May 18, 2018